Find records linked to a newly generated document
Pass the relevant document identifier in a webhook and let Notis search Elasticsearch for matching records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
A generated file can be ready while its related history, metadata, or indexed record remains buried in a separate search tool.
- Search with identifiers included in the webhook request
- Get matching records in the run report for quick follow-up
- Reduce manual context switching between generation and search
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Elasticsearch once in the Notis portal.
- 2Create an automation and tell Notis which Elasticsearch index and request identifiers to use for a related-record search.
- 3Choose a webhook trigger and configure ActiveMerge to send the request after document generation.
- 4Choose where run reports go, then test with one real document and identifier.
Questions about this workflow
What search details does Notis need?
The instruction and webhook request must provide the index and usable search criteria, such as a document identifier. The exact criteria depend on your index.
Can this find records if the document was never indexed?
No. The query can only return documents available in the selected Elasticsearch index.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Elasticsearch. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
ActiveMerge and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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